Investors, Early to Mid-Career (Growth Mode):
I’m looking for:
- A one-stop shop for all my financial needs. Such as investment planning, tax planning, estate planning, etc.
- A holistic view of my financial picture.
- Help with simplifying my complex financial needs including equity compensation.
- Access to qualified professionals with deep knowledge and experience in personal finance and taxes.
Typical Investment for these clients: $250k in the near future
Investors Entering Retirement or Already Retired (Spend Mode):
I’m looking for:
- A one-stop shop for all my financial needs, a holistic view of my financial picture, help with simplifying complex financial needs, access to qualified professionals, PLUS:
- Guidance on major retirement decisions.
- Savings opportunities within all my investments.
- Spending guardrails that match my values and goals.
- A team who has my back.
Typical Investment for these clients: $1M
Investors with High-Net Worth (Maintain Mode):
I’m looking for:
- A one-stop shop for all my financial needs, a holistic view of my financial picture, help with simplifying complex financial needs, access to qualified professionals, PLUS:
- Advanced estate, income tax, asset production, and philanthropic strategies for Ultra High-Net Worth (UHNW) and business owner clients.
- Strategic, objective, and experienced transition advice to private business owners.
- Integrated and tailored corporate trustee and estate settlement services for individuals and business owners.
Typical Investment for these clients: $10M